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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,075 | $45,566-58.1% | $64,105-70.2% | $59,633-68.0% |
| Participation rate | 0.0% | 60.2%-60.2pp | 68.2%-68.2pp | 68.7%-68.7pp |
| Annual return | 0.49% | 4.95%-4.5pp | 791.24%-790.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,122 | $2,057+3.2% | $2,822-24.8% | $3,192-33.5% |
| Admin fee / account holder | $4,784 | $3,268+46.4% | $4,499+6.3% | $4,297+11.3% |